QS · QUANTUMSCAPE COR Q2 FY2026 earnings call record财报电话会记录

“Greater cell volumes allow us to meet customer demand for samples, higher throughput accelerates the process development cycle, and automated equipment serves as a proving ground for scaling up production.”

“Key metrics of productivity are hitting our targets, and we are currently ramping sample volumes and shipping cells to customers.”

“Thanks to the increased cell output from the Eagle Line, we are able to conduct larger scale safety testing across a broad range of commercially relevant tests, including nail penetration, external short circuit, and thermal stability testing up to 300 degrees Celsius, whereas conventional lithium-ion testing stops at 200 degrees.”

“The Eagle Line is ramping up to enable increased customer shipments in the second half of the year.”

“For full-year 2026, we reiterate our Adjusted EBITDA loss guidance of between $250 million and $275 million.”

“Capital expenditures in the second quarter were $4.6 million.”

“For full-year 2026, we lower our guidance for CapEx to be between $27 million and $37 million, reflecting capital discipline and cost savings on specific capital projects.”

“For the QSEV vertical, our automotive customers all have development pilot lines for batteries and high-volume manufacturing capabilities.”

“Kevin, you mentioned a neutral impact cash flow, the lower expenses for the project offsetting the lower cash inflow.”

“As you would expect, taking a brand-new technology, a very unique technology, into a new highly automated line and getting the product out to meet customer demands is a difficult challenge, and we've been doing very good progress on the Eagle Line, through the last three months since we installed the line in February.”

“We will be giving data center with its 800 V transition coming up, all the attention to make sure we capture that market as quickly as possible.”

“We haven't cleanly broken out which portion of that from PowerCo is over time, but would just reiterate that you have the basics right, the up to changed, the forecast expenses also went down, and we see a neutral cash impact when related to the 2025 scope work.”